In just 4 to 5 meetings conducted over 1 to 2 months, Jeremy Kisner, CFP® will help you eliminate financial stress so you can enjoy greater wealth and more retirement income.
Here’s how our retirement planning process works:
After just 4-5 meetings you’ll see results.
You will have clarity on your highest priorities and the changes you can make (financial and otherwise) to live a more fulfilling life. Together, we will have determined the best way to structure your assets to achieve your goals. This includes a recommended investment plan, a schedule of cash flow needs, how accounts need to be set up and titled, naming beneficiaries, and buying, selling or refinancing assets.
And most importantly, you’ll be ready to enjoy your freedom!